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Spdr Index Shs Fds eafe qual mix shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Spdr Index Shs Fds eafe qual mix (QEFA) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in Spdr Index Shs Fds eafe qual mix

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds eafe qual mix held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shs Fds eafe qual mix by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.5M 87k 74.74
2024-03-31 $7.8M 102k 76.09

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Global Energ Etf (IXC)
Ishares Tr Mbs Etf (MBB)

View all positions for Adapt Wealth Advisors

Top funds holding Spdr Index Shs Fds eafe qual mix

Morgan Stanley
Intelligence Driven Advisers
LPL Financial
Envestnet Asset Management
Great Valley Advisor Group
Financial Enhancement
SimpliFi
Private Advisor
First Hawaiian Bank
Bank of America Corporation
CX Institutional
KWB Wealth
Royal Bank of Canada
Aptus Capital Advisors
Financial Guidance Group

View all funds holding Spdr Index Shs Fds eafe qual mix